FAQ and security

Plain answers before you start.

What happens to your originals, who sees what, and what you approve. Plus the basics about the estimate.

Handling and security

Will our original files leave our systems?: No. Your originals stay where they are. Only a separate de-identified copy, prepared by License Your Data, is licensed.
Will anyone ask for our passwords?: No. Passwords and logins are never requested or shared, at any point.
Can we see what goes out before it is sent?: Yes. Before anything goes out, you sign off on a sample of the de-identified copy. Nothing moves if the sample is wrong.
How are names and other identifiers treated?: They are replaced with placeholders. A thread still shows that a customer asked for a revised quote, just not who that customer was.
Can anything be left out?: Yes. You can exclude any system, folder, client or matter, for any reason.
Do you sign an NDA?: Yes. An NDA is in place before any detail about your records is discussed.
What does it cost us?: Nothing. There is no cost to you at any step.

What sets my range?: Team size sets where the range starts, and years in business adjust it. The number is the same whatever your industry.
Is the range an offer?: No. It is an indicative estimate built from your answers. Real value depends on buyer interest and a review of your records.

We are a law, accounting or healthcare practice. Is this open to us?: Scope is decided with you and your counsel, and client or patient data is kept out. Whether licensing is legal or right for your practice is not something we advise on.
How do I opt out of calls and texts?: Reply STOP to any text, or use the Do not sell or share page linked at the bottom of every page.

Which companies is this for?: The usual fit is 20 or more full-time staff and at least 3 years in business, with records in tools such as Google Workspace, Microsoft 365, Slack, a CRM or an ERP. Smaller teams with a long history may also qualify.
How much time does the estimate take?: Roughly a minute. Four quick questions, and your range changes as you answer.
Who calls me after I submit?: A specialist from License Your Data, our licensing partner, usually within minutes, to book a 15-minute call.
Does an estimate request give anyone access to our systems?: No. The form collects only the answers and contact details you type in. Your systems are not touched.
Can we bring more than one person to the call?: Yes. Many owners bring along a partner, operations lead or adviser, especially when scope comes up.

Your indicative range takes about a minute.